CGVIX – Fund Analysis – Causeway Global Value Inst | Morningstar

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Will CGVIX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGVIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the CGVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of CGVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Reinforcing its credentials.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Constant improvement bolsters Causeway Global Value’s enduring strengths.

by Todd Trubey

Rated on Aug 22, 2023 Published on Aug 22, 2023

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